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With our robust Online Banking tools and Mobile Banking apps, SF Fire Credit Union is right at your fingertips.

New Online & Mobile Banking

Third Party Application Integration

As part of our conversion to the new Online & Mobile Banking, members will need to relink some of the third party applications that integrate with our current platform. For instructions and important information please read below:

Mint Conversion Information

QuickBooks Online Edition Conversion Information

Quicken for Windows Conversion Instructions

Quicken for Mac 2015-2017 Conversion Instructions

Quicken for Mac 2007 Conversion Instructions


Mint Conversion Information

IMPORTANT: As SF Fire Credit Union completes its system conversion, Mint aggregation services may be interrupted for up to 5 business days.

  • For a successful account update, do not login into Mint.com for SF Fire Credit Union until 5 business days after Launch.
  • During this time, the Mint.com server will automatically make the system conversion for your activated accounts. If you login into Mint.com during this time, you may see duplicate accounts or an error displayed. Please do not attempt to change the status or make any changes in Mint.com during this time. After 5 business days, the accounts should reconcile showing your transaction history available.
  • In the event that your accounts do not display current transactions after 5 business days, you may log back into Mint.com and click refresh to update the account. After the download completes, click the Transactions tab to view up to 90 days of transaction history.

QuickBooks Online Edition Conversion Information

IMPORTANT: QuickBooks Online edition connectivity services may be interrupted up to 3-5 business days after the conversion is complete.

As SF Fire Credit Union completes its system conversion, you will need to modify your QuickBooks Online Edition settings to ensure the smooth transition of your data. To complete these instructions, you will need your Username and Password for the SF Fire Credit Union Online Banking.

It is important that you perform the following instructions exactly as described and in the order presented. If you do not, your service may stop functioning properly. This conversion should take 15–30 minutes.

Task 1 – Deactivate Your Account(s).

    1. Choose Transactions > Banking.

    2. Click on the account you’d like to disconnect, then click the Pencil Icon.

    3. Click on Edit Account Info.

    4. Check the box next to Disconnect this account on save

    5. Click Save.

    6. Repeat steps 2—6 for each account at SF Fire Credit Union.


Task 2 – Re-activate Your Account(s) at SF Fire Credit Union on or after day of launch.

    1. Choose Transactions > Banking.

    2. In the upper right corner, click Add Account.

    3. Enter SF Fire Credit Union and click Find.

    4. Click the link for SF Fire Credit Union.

    5. Type your Username and Password. Click Log In.

    6. Ensure you associate the account for SF Fire Credit Union to the appropriate account already listed under QuickBooks Accounts. You will want to select the matching accounts in the drop-down menu.

    IMPORTANT: Do NOT select +Add new. If you are presented with accounts you do not want to track in this data file, Uncheck the box next to the Account name.

    7. After all accounts have been matched, click Connect.

    8. When the download is finished click I’m done. Let’s go!


Task 3 – Excluding Duplicate Transactions

    1. Choose Transactions > Banking.

    2. In the New Transactions section, click the checkboxes for the transactions you want to exclude.

    3. Click Batch Actions > Exclude Selected.

    NOTE: If you accidentally exclude a transaction, you can include it again.


Task 4 – Undo Excluded Transactions

    1. Choose Transactions > Banking.

    2. Click the Excluded tab.

    3. Click the checkboxes for the transactions you want to include.

    4. Click Batch Actions > Undo.

    5. Transactions will appear again in the New Transactions tab for you to work with.


Additional Instructions: Manually Import Transactions

    1. Log in to SF Fire Credit Union website at https://www.sffirecu.org..

    2. Download one of the following Web Connect files.

    .qbo (QuickBooks)
    .qfx (Quicken)

    3. In QuickBooks Online, choose Transactions > Banking.

    4. In the upper right corner, click File Upload.

    5. Click Browse and select SF Fire Credit Union Web Connect file from your computer.

    6. Click Next.

    7. In the drop-down menu, select the account where you’d like to upload the transactions.

    8. When the download is finished click I’m done. Let’s go!

    9. After your download finishes, click the New Transactions tab to see what was downloaded.


Quicken for Windows Conversion Instructions

As SF Fire Credit Union completes its conversion to a new Online & Mobile Banking system, you will need to modify your Quicken settings to ensure the smooth transition of your data. Please reference the dates next to each task as this information is time sensitive.

NOTE: Express Web Connect uses the same Username and Password as SF Fire Credit Union’s new Online & Mobile Banking System.

You should perform the following instructions exactly as described and in the order presented. If you do not, your online banking connectivity may stop functioning properly. This conversion should take 15–30 minutes.

Task 1: Conversion Preparation

    1. Backup your data file. For instructions to back up your data file, choose Help menu > Quicken Help. Search for Backup Data File and follow the instructions.

    2. Download the latest Quicken Update. For instructions to download an update, choose Help menu > Quicken Help. Search for Update Software and follow the instructions.


Task 2: Disconnect Accounts at San Francisco Fire Credit Union on or after Launch Date

    1. Choose Tools menu > Account List.

    2. Click the Edit button of the account you want to deactivate.

    3. In the Account Details dialog, click on the Online Services tab.

    4. Click Deactivate. Follow the prompts to confirm the deactivation.

    5. Click on the General tab.

    6. Remove the financial institution name and account number. Click OK to close the window.

    7. Repeat steps for each account to be disconnected.

Task 3: Reconnect Accounts to SF Fire Credit Union on or after Launch Date

    1. Choose Tools menu > Account List

    2. Click the Edit button of the account you want to activate.

    3. In the Account Details dialog, click the Online Services tab.

    4. Click Set up Now.

    5. Use Advanced Setup to activate your account.

    6. Enter SF Fire Credit Union in the search field, select the name in the list and click Next.

    7. If presented with the Select Connection Method screen, select Express Web Connect.

    8. Enter your Username and Password. Click Connect.

    NOTE: You may be presented with a security question from SF Fire Credit Union prior to receiving your accounts.

    9. Ensure you associate the account to the appropriate account already listed in Quicken. You will want to select Link to an existing account and select the matching accounts in the drop-down menu.

    10. After all accounts have been matched, click Next. You will receive confirmation that your accounts have been added.

    11. Click Done or Finish.


Quicken for Mac 2015-2017 Conversion Instructions

As SF Fire Credit Union completes its system conversion to the new Online & Mobile Banking System, you will need to modify your Quicken settings to ensure the smooth transition of your data. Please reference the dates next to each task as this information is time sensitive.

NOTE: Express Web Connect uses the same Username and Password as SF Fire Credit Union’s new Online & Mobile Banking System.

You should perform the following instructions exactly as described and in the order presented. If you do not, your online banking connectivity may stop functioning properly. This conversion should take 15–30 minutes.

Task 1: Conversion Preparation

    1. Backup your data file. For instructions to back up your data file, choose Help menu > Quicken Help. Search for Backup Data File and follow the instructions.

    2. Download the latest Quicken Update. For instructions to download an update, choose Help menu > Quicken Help. Search for Update Software and follow the instructions.


Task 2: Disconnect Accounts at San Francisco Fire Credit Union on or after Launch Date

    1. Select your account under the Accounts list on the left side.

    2. Choose Accounts menu > Settings.

    3. Select Troubleshooting > Deactivate Downloads.

    4. Repeat steps for each account to be disconnected.

Task 3: Reconnect Accounts to SF Fire Credit Union on or after Launch Date

    1. Choose Tools menu > Account List

    1. Select your account under the Accounts list on the left side.

    2. Choose Accounts menu > Settings.

    3. Select Set up transaction download.

    4. Enter SF Fire Credit Union in the Search field, select the name in the Results list and click Continue.

    5. Enter your Username and Password and click Continue.

    6. If the bank requires extra information, enter it to continue.

    NOTE: Select “Express Web Connect” or “Quicken Connect” for the “Connection Type” if prompted

    7. In the “Accounts Found” screen, ensure you associate each new account to the appropriate account already listed in Quicken. Under the Action column, select “Link” to pick your existing account.

    IMPORTANT Do NOT select “ADD” under the action column.

    8. Select Finish.


Quicken for Mac 2007 Conversion Instructions

As SF Fire Credit Union completes its conversion to a new Online & Mobile Banking System, you will need to modify your Quicken settings to ensure the smooth transition of your data. Please reference the dates next to each task as this information is time sensitive.

To complete these instructions, you will need your Username and Password for the new SF Fire Credit Union Online & Mobile Banking System.

You should perform the following instructions exactly as described and in the order presented. If you do not, your online banking connectivity may stop functioning properly. This conversion should take 15–30 minutes.

Task 1: Conversion Preparation

    1. Backup your data file. For instructions to back up your data file, choose Help menu > Quicken Help. Search for Backup Data File and follow the instructions.

    2. Download the latest Quicken Update. For instructions to download an update, choose Help menu > Quicken Help. Search for Update Software and follow the instructions.


Task 2: Disconnect Accounts at San Francisco Fire Credit Union on or after Launch Date

    1. Choose Lists menu > Accounts.

    2. Select the account to deactivate and click Edit.

    3. In the Download Transactions drop-down list, select Not Enabled. Follow the prompts to confirm the deactivation.

    4. Remove the information within the Account Number and Routing Number fields.

    5. Click OK to save your edits.

    6. Repeat steps 2 – 5 for each account to be disconnected.

    7. Verify your account list does not display a blue online circle icon for the accounts you are disconnecting.

    Task 3: Reconnect Accounts to SF Fire Credit Union on or after Launch Date

      1. Download your Quicken Web Connect file from http://www.sffirecu.org

      NOTE: Take note of the date you last had a successful connection. If you have overlapping dates in the Web Connect import, you may end up with duplicate transactions.

      2. Import your transactions to Quicken.

      3. Associate the account to the appropriate account already listed in Quicken. Select Use an existing account.

      4. Match the transactions you are importing to the corresponding existing Quicken account in the drop-down list and click OK.

      5. Repeat steps for each account to be reconnected.

      5. Choose Lists menu > Accounts. Verify each account at SF Fire Credit Union has a blue online circle indicating it has been reactivated for online services.